See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,185 | $73,004+55.0% | $90,749+24.7% | $68,494+65.2% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -8.67% | -13.81%+5.1pp | -12.16%+3.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,178 | $2,193-46.3% | $2,921-59.7% | $2,596-54.6% |
| Participant deferral / active EE | $1,538 | $3,627-57.6% | $4,564-66.3% | $4,027-61.8% |
| Admin fee / account holder | $3,256 | $5,896-44.8% | $8,445-61.4% | $5,403-39.7% |